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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$25.8B
2
State Street
State Street
Massachusetts
$10.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$404M
4
BlackRock
BlackRock
New York
$19.1B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$967M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$17.7B
2
Capital World Investors
Capital World Investors
California
$17.5B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$375M
4
Capital Research Global Investors
Capital Research Global Investors
California
$13.6B
5
Franklin Resources
Franklin Resources
California
$401M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
476
Novare Capital Management
North Carolina
$13.6M -$564K -8,790 -4%
SPC
477
Stewart & Patten Company
California
$13.6M +$594K +9,260 +5%
WJWM
478
Williams Jones Wealth Management
New York
$13.5M +$421K +6,560 +3%
NHC
479
Nicholas Hoffman & Company
Georgia
$13.5M +$51.3K +800 +0.4%
Wolverine Trading
480
Wolverine Trading
Illinois
$13.5M +$6.98M +110,150 +108%
BCAM
481
Boston Common Asset Management
Massachusetts
$13.4M +$13.4M +209,630 New
DWM
482
Dakota Wealth Management
Florida
$13.4M +$7.15M +111,410 +114%
TI
483
Tidal Investments
Wisconsin
$13.4M +$3.81M +59,380 +40%
PTC
484
Philadelphia Trust Company
Pennsylvania
$13.2M -$75.1K -1,170 -0.6%
SCP
485
Shorepoint Capital Partners
Massachusetts
$13.1M +$93K +1,450 +0.7%
MC
486
Miramar Capital
Illinois
$13.1M -$383K -5,970 -3%
BPA
487
Beacon Pointe Advisors
California
$13M +$456K +7,100 +4%
TAM
488
Tocqueville Asset Management
New York
$13M -$1.02M -15,930 -7%
MWM
489
Moran Wealth Management
Florida
$12.9M +$12.9M +201,270 New
KAS
490
Kestra Advisory Services
Texas
$12.9M -$11.9M -186,260 -48%
SCP
491
Steamboat Capital Partners
New York
$12.8M -$6.48M -101,040 -34%
ZDA
492
Zweig-DiMenna Associates
New York
$12.8M +$962K +15,000 +8%
CAM
493
ClariVest Asset Management
California
$12.8M -$387K -6,030 -3%
1IA
494
1834 Investment Advisors
Wisconsin
$12.8M -$4.26M -66,450 -25%
EI
495
Ethic Inc
New York
$12.7M +$328K +5,110 +3%
TW
496
Transform Wealth
Colorado
$12.6M +$22.5K +350 +0.2%
EIA
497
Edgemoor Investment Advisors
Maryland
$12.5M +$198K +3,090 +2%
SAM
498
Shell Asset Management
Netherlands
$12.4M +$380K +5,930 +3%
AP
499
Appleton Partners
Massachusetts
$12.4M -$157K -2,440 -1%
Select Equity Group
500
Select Equity Group
New York
$12.4M -$505K -7,870 -4%
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